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To cite this article: Paula Brough, Carolyn Timms, Michael P. O'Driscoll, Thomas Kalliat h, Oi-
Ling Siu, Cindy Sit & Danny Lo (2014): Work–lif e balance: a longit udinal evaluat ion of a new
measure across Aust ralia and New Zealand workers, The Int ernat ional Journal of Human Resource
Management , DOI: 10. 1080/ 09585192. 2014. 899262
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The International Journal of Human Resource Management, 2014
http://dx.doi.org/10.1080/09585192.2014.899262
and Physical Education, Chinese University of Hong Kong, Hong Kong; gInternational Business
School, Xi’an Jiaotong-Liverpool University, China
The work– life balance literature has recently identified the need for construct
refinement. In response to these discussions, this research describes the development
and validation of a concise measure of work– life balance, based on individuals’
subjective perceptions of balance between their work and other aspects of their lives.
The structure, reliability and validity of this unidimensional, four-item measure was
confirmed in four independent heterogeneous samples of workers employed in
Australia and New Zealand (N ¼ 6983). Work – life balance was negatively associated
with work demands, turnover intentions and psychological strain, and positively
associated with both family and job satisfaction, confirming the research hypotheses.
Evidence of these relationships over time was also demonstrated. This research
confirms that this new measure of work– life balance demonstrates robust psychometric
properties and predicts relevant criterion variables.
Keywords: longitudinal; psychological strain; structural equation modelling; turnover;
work demands; work– life balance
Introduction
The accurate evaluation of individual health and performance includes estimates of
multiple role demands from work and non-work domains. Organisational researchers
assessing the impact of the psychosocial work environment upon outcomes, such as
occupational stress, employee well-being and commitment, increasingly include measures
of non-work demands within their investigations (e.g. Burke and Cooper 2008). Recently
identified methodological concerns focusing on work – life balance include appropriate
construct definition and measurement (Brough and O’Driscoll 2010; Greenhaus and Allen
2011). One important concern is the absence of a specific measure of work– life balance.
The current research provides a response to these methodological discussions and
describes the validation of a new measure of work –life balance. The measure was
comprehensively tested across multiple samples (utilising both cross-sectional and
longitudinal research designs) and assessed with commonly recognised antecedent and
criterion variables. This research also directly addresses calls for a more comprehensive
approach to organisational theory testing and knowledge advancement, via the inclusion
of non-US and non-European research samples (Tsui, Nifadkar and Ou 2007; Gelfand,
Leslie and Fehr 2008; Cadogan 2010).
between domains, largely via the recognition that multiple demands may facilitate, enrich
and/or enhance some work – life balance outcomes (e.g. Hanson, Hammer and Colton 2006;
Brough, O’Driscoll and Kalliath 2007; Wayne, Grzywacz, Carlson and Kacmar 2007; Odle-
Dusseau, Britt and Greene-Shortridge 2012; Ratanen, Kinnunen, Mauno and Tement 2013).
The array of theoretical models describing work –life balance includes multiple
definitions and research variables, with the identified antecedents, moderators and
consequences of work –life balance varying across the respective models. Recent reviews
of the literature have been useful in ascertaining common relationships among the key
constructs (e.g. Allen, Herst, Bruck and Sutton 2000; Eby, Casper, Lockwood, Bordeaux
and Brinley 2005; Brough, O’Driscoll, Kalliath, Cooper and Poelmans 2009). Evidence is
generally consistent in identifying work and family demands and responsibilities for
dependents as key antecedents of work – life balance; gender and social support as key
moderating constructs; and satisfaction, performance and levels of both physical and
psychological health as the core consequences of work– life balance.
For example, in their reviews of the literature, O’Driscoll, Brough and Biggs (2007)
and Brough et al. (2007) discussed the occurrence of both work and family demands as the
key negative antecedents of work –life balance. More specifically, the perception of
sufficient time to meet acute work and family demands is the pertinent issue (Brough,
O’Driscoll and Biggs 2009). Family demands are increased both by the volume of
dependent responsibilities (caring for children, elderly parents, serious ill spouses and
other family members) and by specific acute situations producing intense demands, such
as the birth of a new baby or sudden serious illnesses of spouses/parents/other family
members: ‘the combination of reduced time available and increased work and family
demands for many employed parents obviously creates additional role stress’ (O’Driscoll
et al. 2007, p. 196). In cases of acute family demands many employees report that where
formal leave provisions from work are available and accessible, such leave provision is
typically insufficient to adequately meet these additional family demands, thereby
increasing levels of role stress and work –life imbalance (Greenhaus and Parasuraman
2002; Boyar, Maertz, Pearson and Keough 2003; Brough, Holt, Bauld, Biggs and Ryan
2008; Brough et al. 2009; Gatrell, Burnett, Cooper and Sparrow 2013).
The assessment of the key consequences of work –life balance has focused on health,
attitudinal and performance outcomes in both work and non-work (mostly family)
domains. These family and work outcomes encompass both affective conditions, such as
dissatisfaction and distress, and behavioural outcomes, such as absenteeism, lateness and
poor performance (Brough and O’Driscoll 2005). In their review, Allen et al. (2000)
described the existence of three groups of consequences of work– life balance: (1) work-
The International Journal of Human Resource Management 3
related outcomes (e.g. job satisfaction, turnover intentions, absenteeism and performance),
(2) non-work-related outcomes (e.g. marital, family and life satisfaction, and family
performance) and (3) stress-related outcomes (e.g. psychological strain, burnout and
substance abuse). Associations between work – life imbalance/conflict and psychological
distress have consistently identified a strong positive relationship: increased conflict is
associated with increased psychological distress (Stephens, Townsend, Martire and Druley
2001; Major, Klein and Ehrhart 2002). For example, Kelloway, Gottlieb and Barham
(1999), employing cross-lagged analyses, demonstrated that the experience of strain
predicted subsequent levels of work – life conflict. Research has also demonstrated that the
relationship between work –life balance and turnover behaviours is generally stronger
compared to the association between job satisfaction and balance (e.g. Allen et al. 2000;
Eby et al. 2005; O’Driscoll, Brough and Haar 2011). This strong association between
work –life balance and turnover behaviours is explained by the decision of employees
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non-work commitments (e.g. family, sports, study). Such part-time workers may also
perceive they have an effective balance between their multiple roles, despite the unequal
time allocated to each role. It has been suggested that an effective definition of work – life
balance should, therefore, also consider the salience of a role to each individual (Brough
et al. 2007; O’Driscoll et al. 2007).
It is pertinent that new measures of work – life balance based upon the conflict
perspective have recently emerged. The new measures aim to either expand the scope of
the work – life conflict/balance construct, or else reduce the number of items from existing
measures, suggesting that further refinement of the work – life balance concept is required.
Fisher, Bulger and Smith (2009) described the development of a new work/non-work
interference and enhancement four-dimensional, 17-item measure in recognition that
aspects of the non-work domain beyond family life should be included in measures of
work –life balance. Fisher et al. (2009) tested the structure of their new measure within two
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small samples of US workers (N ¼ 540 and N ¼ 384). However, the terminology of Fisher
et al.’s (2009) items are complex (i.e. work/non-work interference and enhancement) and,
we suggest, may present some difficulties for some employee samples to fully comprehend
their meaning. Fisher et al. (2009) also only assessed this measure in cross-sectional data,
and acknowledged the requirement to adopt a longitudinal methodology to test their
hypothesised causal relationships more comprehensively.
A second measure of work –life balance was introduced by Matthews, Kath and
Barnes-Farrell (2010), who shortened Carlson et al.’s (2000) work– family conflict
measure to six items. Similar to Fisher et al. (2009), Matthews et al. (2010) also provided
evidence that their measure was structurally sound within two samples of US workers
(N ¼ 656 and N ¼ 202). Matthews et al.’s (2010) investigation had the advantage of also
including longitudinal analyses, which validated their measure against recognised work –
life balance antecedent and criterion variables. However, the sample sizes of the
longitudinal analyses were small (N ¼ 95 and N ¼ 101), restricting the scope of the
testing. A further significant limitation of Matthews et al.’s work was the
conceptualisation of work –life balance as an absence of work– life conflict; equating
work –life balance with low conflict is somewhat simplistic and provides no recognition of
the positive component of work –life balance (e.g. work –life enrichment or work – life
enhancement; e.g. Brough et al. 2007).
A third approach to conceptualising work – life balance was proposed by Carlson,
Grzywacz and Zivnuska (2009), who focused on role expectations. Carlson et al. (2009)
defined balance as a negotiation of role expectations between an individual and his/her
partner within the home and work domains. One limitation of Carlson et al.’s (2009)
instrument is the inclusion of the term ‘family’ within the measurement items, making its
use problematic for employees with no immediate family members, but who do have other
non-work commitments (e.g. study, travel, sporting or community commitments) that may
interfere with their paid employment. A similar perspective was also adopted by Valcour
(2007) in her development of a five-item measure assessing satisfaction with work –family
balance, based on the premise that balance is ‘an overall level of contentment resulting
from an assessment of one’s degree of success at meeting work and family role demands’
(p. 1512). Valcour’s measure is valuable for its recognition of both negative and positive
consequences of dual (work and family) role expectations, and also emphasises the highly
subjective nature of ‘balance’, i.e. as an individual’s perception of how well he/she is able
to ‘balance the needs of your job with the needs of your family life’ (p. 1517). Valcour
(2007) demonstrated the validity of this measure in a test with 572 US employees. Again,
the key limitations of Valcour’s (2007) study are its cross-sectional analysis, the testing of
The International Journal of Human Resource Management 5
the measure only as a dependent variable (rather than also as a predictor of established
consequences of work – life balance) and, importantly, an emphasis on family and the
associated exclusion of other potential non-family non-work commitments. Researchers
have repeatedly called for the development of an inclusive, empirically validated measure
of work –life balance that is appropriate for all workers, regardless of their marital or
family life status (e.g. Greenhaus et al. 2003; Kalliath and Brough 2008; Fisher et al. 2009).
It is apparent that the definition and measurement of work –life balance currently entail
a variety of approaches. In their review, Kalliath and Brough (2008) proposed a theoretical
definition of work– life balance drawn from the occupational stress theoretical framework.
It emphasised the importance of individuals’ subjective perceptions of balance, as opposed
to objective measures of time and/or satisfaction expended in each domain, and the
recognition that these perceptions may change over time in response to changing life
priorities (i.e. role salience). These authors also highlighted the positive pathway of
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balance, in response to evidence that multiple life roles may facilitate and/or enhance
health and performance across domains (e.g. Hanson et al. 2006; Wayne et al. 2007).
Kalliath and Brough (2008) defined work –life balance as ‘the individual’s perception
that work and non-work activities are compatible and promote growth in accordance with
an individual’s current life priorities’ (p. 326), although no empirical evidence testing this
conceptualisation of work – life balance was provided. Kalliath and Brough (2008) also
suggested that the assessment of work –life balance should include question items asking
directly about ‘balance’, primary because the term ‘work – life balance’ has an increased
validity for research participants in comparison to other terms such as ‘conflict’,
‘interference’ or ‘facilitation’. It was suggested that one method to increase research
survey participation by both individual respondents and organisations is to ensure that
survey questions are clearly worded and understood (Kalliath and Brough 2008).
Study 1
Method
Participants
Self-report questionnaire data were collected from four independent samples of workers
employed in two countries and constituting three separate investigations (N ¼ 6983).
Investigation 1 involved researchers from two countries who administered the same
questionnaire to a local sample of employees; specifically, Australia 1 (n ¼ 5094) and New
Zealand (n ¼ 718; total N ¼ 5812). Research participants were purposefully recruited from
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Procedure
Questionnaires were posted through each organisation’s internal mail system to the
research participants and returned via reply-paid post directly to the researchers at their
respective local institutions. Research ethical approvals from each university and from
some specific organisational research ethics committees (e.g. the police service) were
granted for each research investigation.
Measures
Work – life balance scale development. A measure of work– life balance was developed by
the investigators from a detailed review of the literature and from two exploratory
The International Journal of Human Resource Management 7
Data analysis
The four-item work –life balance measure was subjected to confirmatory factor analysis
(CFA) in each of the four samples. Preparation of the data sets for structural equation
modelling (SEM) included the deletion of cases missing at least half of the item responses
from each individual measure within SPSS Version 22 (e.g. Brough, O’Driscoll and
Kalliath 2005). This resulted in the deletion of n ¼ 154 cases from the Australia 1 data,
n ¼ 19 cases from the New Zealand data, n ¼ 0 cases from the Australia 2 data and n ¼ 1
case from the Australia 3 data. Missing values analysis employing expectation-
maximisation (EM) was conducted (in SPSS) on each data set to facilitate analysis with
SEM using Amos (Arbuckle 2006). Hu and Bentler’s (1998) recommended two-index
presentation strategy for the reporting of goodness-of-fit statistics was adopted (i.e. the
inclusion of the x 2 statistic and other alternative fit indices). Seven alternative fit statistics,
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plus the x 2 statistic, are reported to overcome any effects of sample size, misspecifications
or other violations of assumptions represented by each individual fit statistic.
Results
Structure of the work – life balance measure
The CFA results are presented in Table 2 and Figure 1. The fit indices indicate that the
measure has a good fit overall. The GFI, TLI and CFI estimates exceeded or were equal to
0.97. The PCFI estimates were low (0.33), as were the SRMR estimates (# 0.03). The
RMSEA estimates ranged from 0.02 to 0.07, indicative of a good fit, although not all of the
Work-Life
.88, .86, .89, .89 .94, .93, .94, .94
e3 Balance
Item 3
normed x 2 results (x 2/df) met the recommended threshold levels. Figure 1 illustrates that
the four work – life balance items accounted for acceptable proportions of variance (square
multiple correlations [R 2] greater than 0.30). The internal reliability estimates
(Cronbach’s alpha) for the work– life balance measure for each sample were also
acceptable, ranging from 0.84 to 0.94 (Table 3).
Discussion
The analyses validated the four-item work– life balance measure in four independent
samples from two countries. The unidimensional factor structure of the work – life balance
measure was replicated in each sample, producing adequate and comparable fit statistics.
Each of the four work –life balance items accounted for acceptable levels of variance in
the latent construct, and the measure produced high levels of internal reliability within all
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four samples. The work – life balance measure also produced acceptable goodness-of-fit in
four independent samples. The psychometric structure of this new measure was thus found
to be acceptable, thereby supporting the research aim. The large sample sizes and four
independent samples provided a thorough test of the psychometric characteristics of this
work – life balance measure, with the testing comparing favourably with recent
descriptions of other work– life balance measures (Valcour 2007; Carlson et al. 2009;
Fisher et al. 2009; Matthews et al. 2010). Therefore, further analysis to test the validity of
the work – life balance measure (Study 2) was deemed worthwhile.
Study 2
Study 2 tested the criterion-related validity of the work– life balance measure with a
recognised antecedent variable (work demands) and four recognised outcome variables
(job satisfaction, family satisfaction, psychological strain and turnover intentions; e.g. Eby
et al. 2005; Brough et al. 2007). Study 2 consisted of both cross-sectional and longitudinal
analyses to compare our results with published (mostly cross-sectional) findings and to test
the hypothesised research associations over time – a point that is still repeatedly requested
(e.g. Brough and O’Driscoll 2010; de Jonge, van Vegchel, Shimazu, Schaufeli and
Dormann 2010). Study 2 tested two specific research hypotheses:
Hypothesis 1 (cross-sectional): Work – life balance will exhibit significant negative
cross-sectional relationships with work demands,
turnover intentions and psychological strain, and
significant positive cross-sectional relationships with
job satisfaction and family satisfaction.
Hypothesis 2 (longitudinal): The work – life balance measure will demonstrate
significant negative relationships over time with turnover
intentions and psychological strain, and significant
positive relationships over time with job satisfaction and
family satisfaction.
Method
Participants
Study 2 consisted of two Study 1 samples: Australia 1 (N ¼ 5094) and New Zealand
(N ¼ 718). Due to organisational attrition approximately half of the Australia 1
participants (n ¼ 2500) were also administered the Time 1 questionnaire for a second time
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10
Table 3. Descriptive statistics of the Study 1 and Study 2 research variables.
Study 1 Study 2
Turnover inten-
P. Brough et al.
Work– life balance Work demands Family satisfaction Job satisfaction tions Strain
Sample M SD a M SD a M SD a M SD a M SD a M SD a
Australia 1 (n ¼ 5094) 3.35 2.46 0.93 3.62 1.02 0.89 5.86 2.16 0.95 3.91 1.03 0.83 2.25 1.60 0.85 0.97 0.49 0.88
New Zealand (n ¼ 718) 3.51 2.74 0.84 3.65 1.01 0.88 5.69 2.19 0.96 3.92 0.98 0.80 2.34 1.80 0.84 0.91 0.61 0.82
Australia 2 (n ¼ 704) 2.58 2.30 0.94
Australia 3 (n ¼ 467) 3.39 2.15 0.94
The International Journal of Human Resource Management 11
Measures
Work demands. Boyar, Carr, Mosley and Carson’s (2007) five-item measure of work
demands was included. A sample item is: ‘My work demands a lot from me’. Respondents
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indicated their agreement with each item on a five-point scale from 1 (strongly disagree) to
5 (strongly agree). High scores represent high work demands. Cronbach’s alpha
coefficients were assessed with the two Investigation 1 samples (Table 4) and produced
coefficients of 0.89 (Australia 1) and 0.88 (New Zealand).
Job satisfaction. Job satisfaction was assessed with the three-item instrument from the
Michigan Organisational Assessment Questionnaire (Seashore, Lawler, Mirvis and
Cammann 1982). A sample item is: ‘All in all I am satisfied with my job’. Responses were
recorded on a five-point scale from 1 (strongly disagree) to 5 (strongly agree). A high
score indicates high job satisfaction. Cronbach’s alpha coefficients were assessed with the
two Investigation 1 samples (Table 4) and produced coefficients of 0.83 (Australia 1) and
0.80 (New Zealand).
Family satisfaction. Family satisfaction was assessed with three items from Edwards
and Rothbard’s (1999) instrument. A sample item is: ‘In general, I am satisfied with my
family/home life’. Responses were recorded on a seven-point scale from 1 (strongly
agree) to 7 (strongly disagree). High scores indicate high family satisfaction. Cronbach’s
alpha coefficients were assessed with the two Investigation 1 samples (Table 4) and
produced coefficients of 0.95 (Australia 1) and 0.96 (New Zealand).
Turnover intentions. The three-item turnover intentions measure described by Brough
and Frame (2004) was included as a criterion variable. A sample item is: ‘How often do
you actively look for jobs outside your organization?’ Items were measured on a
frequency scale from 1 (never) to 5 (a great deal). High scores indicate high turnover
intentions. Cronbach’s alpha coefficients were assessed with the two Investigation 1
samples (Table 4) and produced coefficients of 0.85 (Australia 1) and 0.84 (New
Zealand).
Psychological strain. The eight-item version (Kalliath, O’Driscoll and Brough 2004)
of the General Health Questionnaire (Goldberg 1972) was utilised as a composite measure
of psychological strain. Items were prefaced with the stem: ‘Have you recently
experienced the following in the past few weeks . . . ’ and an example item is: ‘been feeling
unhappy or depressed?’ Responses were recorded on a frequency scale from 0 (more so
than usual) to 3 (much less than usual). High scores represent high levels of strain.
Cronbach’s alpha coefficients were assessed with the two Investigation 1 samples
(Table 3) and produced coefficients of 0.88 (Australia 1) and 0.82 (New Zealand).
Data analysis
The longitudinal analysis utilised data matched to the same Australia 1 respondents at
Time 1 and Time 2; unmatched cases were deleted. The longitudinal SEM controlled for
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12
Table 4. Bivariate associations of the research variables (N ¼ 823).
Variable 1 2 3 4 5 6 7 8 9 10 11 12 13
1 Gender
2 Marital status 0.11**
3 Dependents 2 0.04 0.25**
4 Work hours 2 0.21*** 2 0.02 2 0.15
5 Demands (T1) 0.03 0.10** 0.01 0.46***
P. Brough et al.
6 WLB (T1) 0.04 0.06 2 0.13 2 0.37*** 2 0.50***
7 Family satisfaction (T1) 0.12*** 0.08* 2 0.10 2 0.11** 2 0.05 0.30***
8 Job satisfaction (T1) 0.16*** 0.11*** 2 0.14 2 0.05 2 0.07* 0.29*** 0.18***
9 Turnover (T1) 2 0.11** 2 0.18*** 0.13 0.07* 0.12*** 2 0.22*** 2 0.10** 2 0.58***
10 Strain (T1) 2 0.05 2 0.12*** 0.27*** 0.10** 0.15*** 2 0.37*** 2 0.40*** 2 0.44*** 0.36***
11 Family satisfaction (T2) 0.12*** 0.05 2 0.07 2 0.12*** 2 0.08* 0.20*** 0.59*** 0.15*** 2 0.09** 2 0.29***
12 Job satisfaction (T2) 0.11** 0.08** 2 0.21* 2 0.03 2 0.13*** 0.28*** 0.16*** 0.54*** 2 0.37*** 2 0.28*** 0.18***
13 Turnover (T2) 2 0.09** 2 0.20*** 0.10 0.13*** 0.16*** 2 0.26*** 2 0.14*** 2 0.37*** 0.53*** 0.25*** 2 0.12*** 2 0.56***
14 Strain (T2) 2 0.01 2 0.11** 0.29*** 0.10** 0.14*** 2 0.27*** 2 0.23*** 2 0.24*** 0.18*** 0.41*** 2 0.36*** 2 0.44*** 0.37***
Note: All tests are two-tailed. T1 ¼ Time 1, T2 ¼ Time 2, WLB ¼ work– life balance. *p , 0.05, **p , 0.01, ***p , 0.001.
The International Journal of Human Resource Management 13
each Time 1 variable via correlated residuals with their respective Time 2 variable
residuals.
Results
Scale descriptives and correlations
Scale descriptive statistics (mean scores and standard deviations) and bivariate
associations for the research variables are reported in Tables 3 and 4. Bivariate
associations were calculated to assess whether the work– life balance measure was
associated with the research variables in the expected directions. For brevity, bivariate
results only from the longitudinal sample are reported in Table 4. The work – life balance
measure demonstrated significant relationships with the Time 1 and Time 2 variables in
the expected directions; there were significant negative relationships with work demands,
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turnover intentions and psychological strain, and significant positive relationships with
family satisfaction and job satisfaction.
Family
Satisfaction
(T2) Psychological
.03NS Strain
(T2)
–.18
predictive of three of the four Time 2 criterion variables: job satisfaction, turnover
intentions and psychological strain. The path between work – life balance and family
satisfaction was not significant. The fit results were acceptable, although weaker in
strength as compared to the cross-sectional results, supporting Hypothesis 2.
Discussion
The work –life balance measure demonstrated adequate levels of criterion-related validity
in both the bivariate and multivariate analyses, supporting Hypotheses 1 and 2. These
analyses demonstrated that the work – life balance measure had significant associations in
the expected directions with a recognised antecedent of work –family balance (i.e. work
demands) and four recognised criterion variables (i.e. psychological strain, turnover
intentions, family satisfaction and job satisfaction). The work– life balance measure also
demonstrated predictive validity over time for three of the four criterion variables within
The International Journal of Human Resource Management 15
General discussion
Work – life balance
This research described the development and comprehensive testing of a concise measure of
work –life balance. The measure was found to be psychometrically sound over time and in
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multiple samples and produced expected associations with key antecedent (job demands)
and criterion variables (family satisfaction, job satisfaction, psychological strain and
turnover intentions). Therefore, the structural integrity and predictive ability of the new
work –life balance measure was considered satisfactory. Further, the new measure of
work –life balance demonstrated significant associations in the hypothesised directions with
a selection of work-based variables (e.g. work demands and job satisfaction), home-based
variables (e.g. family satisfaction) and context-free variables (e.g. psychological strain).
A topical discussion within the work – life balance literature is the use of appropriate
terminology. Since the mid-1970s, the term ‘work – family’ has been employed to describe
the multiple demands of these two domains (e.g. Cooper and Marshall 1976). In this sense,
‘family’ was considered to largely encompass all non-work activities and also reflect the
high levels of demand generated specifically by dependents (i.e. young children), for
which ‘balance’ was sought. In response to issues such as the backlash against ‘work –
family’ employment policies by employees without dependent responsibilities (e.g.
Hegtvedt, Clay-Warner and Ferrigno 2002), a number of alternative terms have been
employed, including ‘job and off-job’ (O’Driscoll, Ilgen and Hildreth 1992), ‘work and
non-work’ (Burke 1998) and ‘work – life’ (Hilbrecht, Shaw, Johnson and Andrey 2008).
Although each term has specific appeal, the term ‘work –life balance’ is commonly
adopted by organisations and is widely cited within the human resources literature (Haar,
Bardoel and De Cieri 2008; Timms, Brough, O’Driscoll, Siu and Kalliath, in press).
In view of the widespread reference to work– life balance by industry and workers
(Haar et al. 2008; O’Driscoll et al. 2011), it is important to have a measure available that
reflects the essential characteristics of this construct. In our opinion, the essential
characteristics of work –life balance describe how employees successfully obtain joint
commitments to their work and non-work roles according to their own perceptions of role
salience, irrespective of their proportions of time and involvement physically spent in
these roles; this successful subjective commitment, therefore, constitutes ‘work-life
balance’. We, therefore, concur with previous discussions of work– life balance which
similarly described it as an ‘evenhanded alertness’ (Marks and MacDermid 1996, p. 421),
encompassing all life domains of ‘work, play, and love’ (Kofodimos 1993, p. xiii), and
measured ‘as a matter of degree’ (Greenhaus et al. 2003, p. 513) on its own continuum.
We concur that this concept of work –life balance is distinct from work – family linking
mechanisms such as role conflict or role enhancement which have been more commonly
explored. We also argued above that an important element of work –life balance is an
individual’s subjective perception of balance. Our use of the term ‘work –life balance’ is
intended to encompass the broad range of non-work demands and activities that
16 P. Brough et al.
employees experience, and that are included within work– life balance organisational
policies (e.g. personal relationships and health, family responsibilities, volunteer work,
sporting commitments, study, religion and travel commitments). Our results offer support
for the adoption of the simple work –life balance terminology, and acknowledge its wide
appeal to both researchers and organisations.
The current research also illustrated the importance of widening the scope of the
testing of organisational behaviour theories related to employee health and well-being.
Repeated validation of theories and/or measures in small, cross-sectional, culturally
comparable samples is a significant limitation to theory building and knowledge
advancement. Researchers are increasingly recognising the value of producing
theoretically sound results with broad and diverse samples (e.g. Allen et al. 2013;
Brough et al. 2013). Calls for theory testing with samples residing in regions other than the
USA and Europe have, for example, recently increased, in an attempt to address previous
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limitations and to widen the support for key organisational behaviour theories and
measures (Tsui et al. 2007; Gelfand et al. 2008; Cadogan 2010; Brough et al. 2013; Siu
et al., in press). In response, the current research directly addressed these calls by including
multiple non-US and non-European research samples.
Research limitations
The level of respondent attrition within the longitudinal data collection was high, resulting
in a smaller than anticipated matched Time 1– Time 2 data set (N ¼ 823). This attrition
was particularly unfortunate considering that specific steps had been included to avoid
such an occurrence, namely the provision of detailed organisational Time 1 feedback
reports and individualised Time 1 feedback reports to all interested participants. One
potential reason for the high attrition was the timing of this study, which coincided with
the aftermath of the Global Financial Crisis. Some of the participating organisations had
been dissolved at Time 2, or they had merged with other organisations. Thus, our research
participant sample pool was reduced by approximately 50% for the Time 2 survey
administration. Specifically, at Time 1 the Australia 1 respondents totalled N ¼ 5094
sampled from 14 organisations; but of these Time 1 respondents only 2500 participants
sampled from eight organisations were available to receive a Time 2 survey. Further,
against a backdrop of job losses and the question of their financial survival, the willingness
of the surviving organisations to engage in a second round of questionnaire
administrations focused on work –life balance noticeably declined, which resulted in
reduced assistance with internal organisational survey promotion exercises. The reduction
in priority of human resources initiatives for organisations during times of economic stress
has been previously documented (e.g. Cooper 2009), and typically results in lean data
collection periods for researchers. We note that the causal relationships between work –
life balance and the key antecedents and criterion variables reported by this research do
support previous observations (e.g. Eby et al. 2005; Siu et al. 2010) and, therefore, do not
appear to be unduly influenced by this response rate.
A second research limitation to be considered is any potential clustering of the data.
The data could be clustered in a number of ways including by sample, country,
organisation, employment level, work role, and by various demographic groupings (single,
dependents, age, income, etc.). We acknowledge that further testing of this measure should
consider any impact of data clustering and any inflation of Type I estimates (Cohen,
Cohen, West and Aiken 2003). The consideration of the extent to which multiple samples
are required to be similar to each other is a highly pertinent point. Some researchers have
The International Journal of Human Resource Management 17
argued, for example, that differences between sample groups are beneficial in
demonstrating the validity of theoretical frameworks across heterogeneous respondents
(e.g. Spector et al. 2007; Brough et al. 2013), which was the approach adopted here.
Researchers have also identified how the value of providing multiple sample research
comparisons exceeds any concerns rising from the use of convenience samples which may
not be complete random samples (e.g. Straus 2009).
A final research limitation is our use of the EM method of missing values analysis.
Although EM is useful when conducting preliminary statistical analyses in SPSS (i.e.
correlations, Cronbach’s alpha test, etc.), we acknowledge that the EM method does not
produce standard errors. The use of alterative methods of missing values analysis, most
noticeably the full information maximum likelihood (FIML), when conducting SEM has
been noted to be preferable by some authors (e.g. Graham 2009; Schlomer, Bauman and
Card 2010), although any differences in results when using FIML compared to EM are
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typically noted to be small (Allison 2003). We do, therefore, acknowledge that a test of our
results employing the FIML method and/or estimating bootstrapping confidence intervals
would also be valuable.
Conclusions
This research presents a new short and valid measure of work – life balance, suitable for
inclusion in subsequent investigations. The unidimensional structure of the balance
measure was demonstrated in four independent samples (N ¼ 6983), and its criterion-
related validity was established. Specifically, work demands were found to be a significant
antecedent of work – life balance, while job satisfaction, family satisfaction, psychological
strain and turnover intentions were each significant outcomes of work – life balance. These
results were replicated within longitudinal analyses (excepting family satisfaction). The
research thus demonstrated that the items asking directly about ‘work –life balance’ had an
acceptable level of face validity for the respondents. Overall, this research contributes to
the work – life interface literature by validating a concise work –life balance instrument
with robust psychometric properties.
Funding
This research was funded by the Australian Research Council Discovery Project grant scheme
(DP0770109).
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Strongly Strongly
Items disagree Disagree Neutral Agree agree
1. I currently have a good 1 2 3 4 5
balance between the time I spend
at work and the time I
have available for non-work activities.
2. I have difficulty balancing my 1 2 3 4 5
work and non-work activities.
3. I feel that the balance 1 2 3 4 5
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